Have you ever wondered how psychologists, and coaches keep themselves stable? They have stress like everyone else, they recognize their feelings, They take care of themselves like they take care of their clients, They don’t skip the boring daily steps, and they learn how to talk to themselves inside.
The principles in this video lecture series apply to everyone, but are specifically tailored to The Financial Planners of the world.
Carl’s ability to explain how Real Financial Planners are idea partners- individuals who help you create realistic expectations and act as a valve to release worry and calm fears- is a unique skill. In Carl’s four-part training on the internal dialogues Real Financial Planners need to have with themselves, you will learn ways to explain to yourself internally about the value of the service you provide. He demonstrates proper and powerful trust building with individuals in how to not be a defensive advocate of a plan you built, but rather to become a guide in a changing landscape of life.
What about the things advisers are never allowed to talk about? Carl, as vice president of unspeakable things, gives some powerful tools to planners to keep themselves mentally healthy, while constantly working to be a barrier between their clients and big mistakes.
The answers that are given aren’t “Fix-It-Instantly” or “Instant Results” methods, but long term plans for planners to create dramatic long term results. Doesn’t that sound like what we do as Real Financial Planners for our clients? His answers are unspeakable almost obvious things such as eating healthy breakfasts, having a person you can talk to about your stress, and getting up to move every few hours of the work day.
Ultimately in comes do practicing what we preach. Doing simple basic things that we would tell our clients to do. Its enjoyable and refreshing to see how Carl makes important distinctions like the concept of Simple VS Easy, Sticking to a long term plan vs instant results, and the promise that doing consistent ‘boring’ things brings much more long term value than can be seen in 1 week. Truly keeping ourselves well and strong isn’t like a fad diet guaranteeing a six-pack in a week, or lose 30 lbs in 2 months. Carl tells us how to succeed, gives real examples of succeeding and reminds us that the excitement in life is a result of compound interest of doing the little things that seem to have no impact.
Who is your confidant? Will you test the power of eating healthy and getting exercise? Will you do what you tell your clients to do by creating a plan of little actions to have big results? Don’t wait until you have a breakdown, end up in a hospital, or endanger your relationships. Let Carl’s new free workshop teach you how to get a release valve and keep you strong for yourself, your family, your company, and your clients.
Watch the 4-minute a day for 4 days series here. http://www.behaviorgap.com Put in your email and name in and Carl will send his Internal Talk training to you immediately!
-Jacob B Johnson
UVU student of Personal Financial Planning